+134.2%
AAPL vs VST
+498.3%
-364.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.2% | +4.6% | -0.9% |
| 7D | -1.4% | -19.9% | +18.5% | +0.6% |
| 30D | +3.2% | -29.7% | +32.8% | +6.5% |
| 3M | +10.8% | -19.6% | +30.3% | +12.5% |
| 6M | +21.3% | -29.4% | +50.7% | +24.5% |
| YTD | +26.9% | -29.7% | +56.7% | +29.3% |
| 1Y | +27.9% | -40.0% | +67.9% | +32.9% |
| 3Y | +97.5% | +231.0% | -133.5% | +22.7% |
| All | +134.2% | +498.3% | -364.1% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VST wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling